Templates

Lockstep Receivables has made several enhancements to our email templates including the ability to add snippet codes to the templates. These snippet codes, like mail merge fields, allow you to replace key information details in the templates, adding an additional layer of automation to help you get paid faster. Included in this addition is the ability to set a snippet code your company logo, if you have multi-entity or unique logos based on location.

We’ve additionally added a new onboarding template, allowing you to easily announce and explain the benefits of Lockstep Receivables to your new customers.

What templates would you like to see Lockstep rollout next?